| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 12748 ROANOKE, VA 24028 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $37K | $20K | $57K | 7.66% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $18K | $18K | 2.50% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $15K | $15K | 2.00% |
| PROGRESSIVE BENEFIT SOLUTIONS LLC3 | 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $8K | $8K | 6.75% |
| MARSH & MCLENNAN AGENCY LLC3 | 3525 PIEDMONT RD NE #205 ATLANTA, GA 30306 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6K | $0 | $6K | 5.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.50% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.00% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 12748 ROANOKE, VA 24028 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $3K | $8K | 7.67% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.50% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.00% |
| PROGRESSIVE BENEFIT SOLUTIONS LLC3 | 2301 SUGAR BUSH RD #600 RALEIGH, NC 27612 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $6K | $6K | 6.63% |
| MARSH & MCLENNAN AGENCY LLC3 | 3525 PIEDMONT RD NE #205 ATLANTA, GA 30306 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 5.00% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.50% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.00% |
| MARSH & MCLENNAN AGENCY LLC3 | P.O. BOX 12748 ROANOKE, VA 24028 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $2K | $6K | 7.63% |
| ARCHON LLC3 | 225 WIRELESS BLVD HAUPPAUGE, NY 11788 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.50% |
| THE ULTIMATE SOFTWARE GROUP3 Filed as: THE ULTIMATE SOFTWARE GROUP INC | 1485 NORTH PARK DRIVE WESTON, FL 33326 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,365 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 33 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,398 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,183 | $817K |
| Vision | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,270 | $105K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,107 | $209K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,270 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.